13F QoQ Ownership Changes
RIVN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 156 new · 258 added · 402 reduced · 88 exited
New Positions(156)
Added To(258)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 22,066,737 | +16,373,939 | $434.9M | +$351.4M | 287.6% |
| D. E. Shaw & Co., Inc. | 24,829,364 | +7,223,934 | $489.4M | +$230.9M | 41.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,429,610 | +5,210,643 | $560.3M | +$219.5M | 22.4% |
| TWO SIGMA ADVISERS, LP | 20,659,520 | +6,379,420 | $407.2M | +$197.6M | 44.7% |
| CITIGROUP INC | 20,383,621 | +4,283,918 | $401.8M | +$165.4M | 26.6% |
| CITADEL ADVISORS LLC | 21,422,672 | +2,901,754 | $422.2M | +$150.4M | 15.7% |
| RENAISSANCE TECHNOLOGIES LLC | 16,397,496 | +4,012,386 | $323.2M | +$141.4M | 32.4% |
| Capital International Investors | 20,769,844 | +2,418,717 | $409.4M | +$140.0M | 13.2% |
| NORGES BANK | 11,178,246 | +2,931,120 | $220.3M | +$127.8M | 35.5% |
| GOLDMAN SACHS GROUP INC | 14,427,256 | +3,755,881 | $284.4M | +$127.7M | 35.2% |
| MORGAN STANLEY | 12,222,479 | +3,903,835 | $240.9M | +$118.8M | 46.9% |
| STATE STREET CORP | 20,156,254 | +396,343 | $397.3M | +$107.2M | 2.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 14,782,865 | +59,503 | $290.6M | +$75.0M | 0.4% |
| WOLVERINE ASSET MANAGEMENT LLC | 14,051,000 | +29,500 | $276.9M | +$71.1M | 0.2% |
| LMR Partners LLP | 11,677,957 | +295,387 | $230.2M | +$63.1M | 2.6% |
| Balyasny Asset Management L.P. | 10,714,454 | +221,154 | $211.2M | +$57.1M | 2.1% |
| Point72 Asset Management, L.P. | 4,296,300 | +2,241,500 | $84.7M | +$54.5M | 109.1% |
| FMR LLC | 5,055,035 | +1,910,412 | $99.6M | +$53.5M | 60.8% |
| NORTHERN TRUST CORP | 7,403,046 | +760,063 | $145.9M | +$48.4M | 11.4% |
| Amundi | 5,861,109 | +679,867 | $115.5M | +$45.6M | 13.1% |
| TUDOR INVESTMENT CORP ET AL | 2,270,801 | +2,195,101 | $44.8M | +$43.6M | 2899.7% |
| Parallax Volatility Advisers, L.P. | 3,559,000 | +1,380,000 | $70.1M | +$38.2M | 63.3% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2,137,073 | +1,803,978 | $42.1M | +$37.2M | 541.6% |
| PEAK6 LLC | 3,247,100 | +1,012,752 | $64.0M | +$31.2M | 45.3% |
| FIRST TRUST ADVISORS LP | 3,914,394 | +772,932 | $77.2M | +$31.0M | 24.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,213,827 | +192,831 | $102.8M | +$29.1M | 3.8% |
| NATIONAL BANK OF CANADA /FI/ | 1,354,595 | +1,347,762 | $26.7M | +$26.6M | 19724.3% |
| Legal & General Group Plc | 4,536,169 | +224,435 | $89.4M | +$26.1M | 5.2% |
| Walleye Trading LLC | 4,040,582 | +328,586 | $79.6M | +$25.1M | 8.8% |
| AQR CAPITAL MANAGEMENT LLC | 3,907,079 | +411,854 | $76.1M | +$24.8M | 11.8% |
| Allianz Asset Management GmbH | 1,396,367 | +1,201,071 | $27.5M | +$24.7M | 615.0% |
| ALLIANCEBERNSTEIN L.P. | 1,505,530 | +1,161,216 | $29.7M | +$24.6M | 337.3% |
| Invesco Ltd. | 2,965,337 | +526,147 | $58.4M | +$22.6M | 21.6% |
| Russell Investments Group, Ltd. | 1,326,982 | +889,021 | $26.0M | +$19.5M | 203.0% |
| GILDER GAGNON HOWE & CO LLC | 3,601,956 | +16,717 | $71.0M | +$18.4M | 0.5% |
| Nuveen, LLC | 2,781,110 | +291,172 | $54.8M | +$18.3M | 11.7% |
| Voleon Capital Management LP | 962,417 | +854,242 | $19.0M | +$17.4M | 789.7% |
| Bank of New York Mellon Corp | 2,996,702 | +48,768 | $59.1M | +$15.8M | 1.6% |
| Alpine Global Management, LLC | 2,628,299 | +37,514 | $51.8M | +$13.8M | 1.4% |
| Twin Tree Management, LP | 894,506 | +629,641 | $17.6M | +$13.7M | 237.7% |
| NOMURA HOLDINGS INC | 1,205,871 | +491,666 | $23.8M | +$13.3M | 68.8% |
| Lombard Odier Asset Management (USA) Corp | 2,550,000 | +16,375 | $50.3M | +$13.1M | 0.6% |
| DEUTSCHE BANK AG\ | 2,256,305 | +20,978 | $44.5M | +$11.7M | 0.9% |
| DLD Asset Management, LP | 1,950,000 | +36,900 | $38.5M | +$10.4M | 1.9% |
| Trexquant Investment LP | 1,182,977 | +191,188 | $23.3M | +$8.8M | 19.3% |
| BANK OF NOVA SCOTIA | 739,052 | +271,767 | $14.6M | +$7.7M | 58.1% |
| BARCLAYS PLC | 11,536,044 | +1,209,004 | $158.5M | +$6.9M | 11.7% |
| LPL Financial LLC | 973,718 | +122,411 | $19.2M | +$6.7M | 14.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,245,524 | +2,901 | $24.5M | +$6.3M | 0.2% |
| California Public Employees Retirement System | 1,120,424 | +30,974 | $22.1M | +$6.1M | 2.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 895,197 | +115,190 | $17.4M | +$5.9M | 14.8% |
| Swedbank AB | 941,304 | +74,322 | $18.6M | +$5.8M | 8.6% |
| Marex Group plc | 990,279 | +49,322 | $19.5M | +$5.7M | 5.2% |
| MARSHALL WACE, LLP | 497,258 | +218,020 | $9.8M | +$5.7M | 78.1% |
| DANSKE BANK A/S | 613,993 | +165,300 | $12.1M | +$5.5M | 36.8% |
| Ensign Peak Advisors, Inc | 436,090 | +213,461 | $8.6M | +$5.3M | 95.9% |
| Verition Fund Management LLC | 913,502 | +46,038 | $18.0M | +$5.3M | 5.3% |
| RHUMBLINE ADVISERS | 987,147 | +9,185 | $19.5M | +$5.1M | 0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 253,228 | +24,046 | $5.0M | +$5.0M | 10.5% |
| Neo Ivy Capital Management | 317,740 | +217,870 | $6.3M | +$4.8M | 218.2% |
| RAYMOND JAMES FINANCIAL INC | 843,773 | +35,110 | $16.6M | +$4.8M | 4.3% |
| Edgestream Partners, L.P. | 266,699 | +215,073 | $5.3M | +$4.5M | 416.6% |
| SIMPLEX TRADING, LLC | 215,942 | +85,770 | $4.3M | +$4.3M | 65.9% |
| AVIVA PLC | 737,858 | +28,952 | $14.5M | +$4.1M | 4.1% |
| SEI INVESTMENTS CO | 646,102 | +50,492 | $12.7M | +$4.0M | 8.5% |
| Baird Financial Group, Inc. | 259,903 | +160,204 | $5.1M | +$3.7M | 160.7% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 715,127 | +280 | $14.1M | +$3.6M | 0.0% |
| FORA Capital, LLC | 241,897 | +158,172 | $4.8M | +$3.5M | 188.9% |
| Crawford Fund Management, LLC | 550,000 | +51,000 | $10.8M | +$3.5M | 10.2% |
| GROUP ONE TRADING LLC | 176,783 | +159,852 | $3.5M | +$3.2M | 944.1% |
| Headlands Technologies LLC | 203,587 | +137,742 | $4.0M | +$3.0M | 209.2% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 257,869 | +161,294 | $4.0M | +$2.6M | 167.0% |
| Jain Global LLC | 239,168 | +89,168 | $4.7M | +$2.5M | 59.4% |
| Asset Management One Co., Ltd. | 359,699 | +19,107 | $7.4M | +$2.4M | 5.6% |
| IFM Investors Pty Ltd | 161,038 | +18,889 | $3.2K | -$2.2M | 13.3% |
| CSS LLC/IL | 360,100 | +8,900 | $7.1M | +$1.9M | 2.5% |
| Quantinno Capital Management LP | 208,485 | +58,631 | $4.1M | +$1.9M | 39.1% |
| AMERIPRISE FINANCIAL INC | 260,795 | +17,726 | $5.1M | +$1.6M | 7.3% |
| Tidal Investments LLC | 257,398 | +17,074 | $5.1M | +$1.5M | 7.1% |
| Robeco Institutional Asset Management B.V. | 269,200 | +12,139 | $5.3M | +$1.5M | 4.7% |
| State of New Jersey Common Pension Fund D | 285,559 | +5,104 | $5.6M | +$1.5M | 1.8% |
| Gotham Asset Management, LLC | 84,891 | +69,117 | $1.7M | +$1.4M | 438.2% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 173,462 | +34,462 | $3.4M | +$1.4M | 24.8% |
| UDINE WEALTH MANAGEMENT, INC. | 91,957 | +5,364 | $1.8K | -$1.3M | 6.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 236,765 | +2,137 | $4.7M | +$1.2M | 0.9% |
| AMERICAN CENTURY COMPANIES INC | 206,375 | +7,065 | $4.1M | +$1.1M | 3.5% |
| Federation des caisses Desjardins du Quebec | 131,013 | +32,576 | $2.6M | +$1.1M | 33.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 202,861 | +6,326 | $4.0M | +$1.1M | 3.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 139,235 | +27,684 | $2.7M | +$1.1M | 24.8% |
| VICTORY CAPITAL MANAGEMENT INC | 198,898 | +4,939 | $3.9M | +$1.1M | 2.5% |
| Farther Finance Advisors, LLC | 137,594 | +20,498 | $2.7M | +$993.0K | 17.5% |
| Focus Partners Wealth | 85,597 | +39,922 | $1.6M | +$978.1K | 87.4% |
| Investment Management Corp of Ontario | 73,973 | +37,592 | $1.5M | +$923.9K | 103.3% |
| TORONTO DOMINION BANK | 140,410 | +13,621 | $2.8M | +$906.2K | 10.7% |
| Sagefield Capital LP | 110,348 | +19,176 | $2.2M | +$836.6K | 21.0% |
| JANUS HENDERSON GROUP PLC | 92,016 | +20,700 | $1.8M | +$768.5K | 29.0% |
| ALLSTATE CORP | 60,572 | +31,499 | $1.2M | +$767.1K | 108.3% |
| Pathstone Holdings, LLC | 141,749 | +392 | $2.8M | +$718.8K | 0.3% |
| M&T Bank Corp | 101,640 | +10,820 | $2.0M | +$669.6K | 11.9% |
| Utah Retirement Systems | 128,500 | +744 | $2.5M | +$657.3K | 0.6% |
| AXQ CAPITAL, LP | 82,992 | +15,909 | $1.6M | +$651.0K | 23.7% |
| RITHOLTZ WEALTH MANAGEMENT | 43,672 | +29,128 | $860.8K | +$647.3K | 200.3% |
| Green Alpha Advisors, LLC | 123,743 | +1,265 | $2.4M | +$641.0K | 1.0% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 57,807 | +23,794 | $1.1M | +$640.1K | 70.0% |
| Vanguard Personalized Indexing Management, LLC | 87,726 | +12,986 | $1.7M | +$631.9K | 17.4% |
| IEQ CAPITAL, LLC | 118,645 | +1,689 | $2.3M | +$621.6K | 1.4% |
| Vident Advisory, LLC | 101,232 | +6,376 | $2.0M | +$602.8K | 6.7% |
| NEUBERGER BERMAN GROUP LLC | 103,053 | +5,355 | $2.0M | +$597.0K | 5.5% |
| Ethic Inc. | 66,044 | +16,468 | $1.3M | +$574.0K | 33.2% |
| CIBC Asset Management Inc | 51,084 | +19,694 | $1.0M | +$546.1K | 62.7% |
| Corient Private Wealth LLC | 172,310 | +105,594 | $1.5M | +$542.4K | 158.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 80,601 | +10,575 | $1.6M | +$531.8K | 15.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 98,538 | +2,147 | $1.9M | +$527.2K | 2.2% |
| TD Asset Management Inc | 82,937 | +6,120 | $1.6M | +$507.0K | 8.0% |
| Quent Capital, LLC | 26,175 | +25,000 | $515.9K | +$498.7K | 2127.7% |
| XPONANCE, INC. | 86,506 | +4,090 | $1.7M | +$495.2K | 5.0% |
| Kestra Advisory Services, LLC | 76,523 | +6,924 | $1.5M | +$486.6K | 9.9% |
| ABN AMRO INVESTMENT SOLUTIONS | 37,113 | +20,266 | $731.5K | +$484.2K | 120.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57,128 | +12,840 | $1.1M | +$475.8K | 29.0% |
| Perigon Wealth Management, LLC | 35,145 | +20,228 | $692.7K | +$473.7K | 135.6% |
| VERUS CAPITAL PARTNERS, LLC | 37,267 | +19,132 | $734.5K | +$468.3K | 105.5% |
| HighTower Advisors, LLC | 85,708 | +24 | $1.7M | +$431.5K | 0.0% |
| STIFEL FINANCIAL CORP | 62,873 | +6,389 | $1.2M | +$410.0K | 11.3% |
| Forum Financial Management, LP | 45,109 | +11,473 | $889.1K | +$395.3K | 34.1% |
| Foundations Investment Advisors, LLC | 27,541 | +15,731 | $542.8K | +$369.5K | 133.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46,892 | +5,659 | $915.8K | +$369.1K | 13.7% |
| SIG BROKERAGE, LP | 43,200 | +10,000 | $851.5K | +$364.1K | 30.1% |
| Candriam S.C.A. | 52,531 | +5,708 | $1.0M | +$348.1K | 12.2% |
| SCOTIA CAPITAL INC. | 60,135 | +2,618 | $1.2M | +$340.9K | 4.5% |
| Rockefeller Capital Management L.P. | 55,391 | +3,119 | $1.1M | +$324.4K | 6.0% |
| &PARTNERS | 50,107 | +4,451 | $987.6K | +$317.3K | 9.7% |
| MML INVESTORS SERVICES, LLC | 59,729 | +752 | $1.2M | +$311.5K | 1.3% |
| Advisors Asset Management, Inc. | 50,982 | +3,568 | $1.0M | +$308.8K | 7.5% |
| CITIZENS FINANCIAL GROUP INC/RI | 59,531 | +272 | $1.2M | +$303.4K | 0.5% |
| Global Retirement Partners, LLC | 22,773 | +12,504 | $448.9K | +$298.1K | 121.8% |
| NISA INVESTMENT ADVISORS, LLC | 31,382 | +9,132 | $618.5K | +$291.9K | 41.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | 57,096 | +34 | $1.1M | +$287.7K | 0.1% |
| Sequoia Financial Advisors, LLC | 25,847 | +10,354 | $509.5K | +$282.0K | 66.8% |
| HB Wealth Management, LLC | 30,429 | +8,719 | $599.8K | +$281.1K | 40.2% |
| SteelPeak Wealth, LLC | 24,549 | +10,055 | $483.9K | +$271.1K | 69.4% |
| Orion Porfolio Solutions, LLC | 42,086 | +3,124 | $829.5K | +$257.5K | 8.0% |
| Beacon Pointe Advisors, LLC | 40,114 | +3,781 | $790.6K | +$257.3K | 10.4% |
| Wedmont Private Capital | 32,627 | +1,748 | $654.5K | +$245.0K | 5.7% |
| Compound Planning, Inc. | 32,284 | +5,620 | $636.3K | +$244.9K | 21.1% |
| Illinois Municipal Retirement Fund | 43,282 | +686 | $853.1K | +$227.8K | 1.6% |
| ORG Partners LLC | 11,760 | +11,460 | $231.8K | +$227.4K | 3820.0% |
| U.S. Capital Wealth Advisors, LLC | 37,145 | +1,642 | $632.3K | +$213.9K | 4.6% |
| FRANKLIN RESOURCES INC | 28,844 | +4,441 | $568.5K | +$210.3K | 18.2% |
| National Pension Service | 21,240 | +7,034 | $418.6K | +$210.1K | 49.5% |
| TRUIST FINANCIAL CORP | 36,253 | +1,035 | $714.5K | +$197.5K | 2.9% |
| QRG CAPITAL MANAGEMENT, INC. | 28,538 | +3,487 | $562.5K | +$194.7K | 13.9% |
| Lombard Odier Asset Management (Switzerland) SA | 29,280 | +2,440 | $577.1K | +$183.1K | 9.1% |
| Mirae Asset Global Investments Co., Ltd. | 21,686 | +4,740 | $427.4K | +$178.7K | 28.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 31,595 | +1,011 | $622.7K | +$173.8K | 3.3% |
| Savant Capital, LLC | 27,313 | +2,465 | $538.3K | +$173.6K | 9.9% |
| Tower Research Capital LLC (TRC) | 12,143 | +7,457 | $239.3K | +$170.5K | 159.1% |
| Bleakley Financial Group, LLC | 24,757 | +2,955 | $488.0K | +$167.9K | 13.6% |
| SIGNATUREFD, LLC | 19,193 | +4,392 | $378.3K | +$161.0K | 29.7% |
| Johnson & White Wealth Management, LLC | 20,000 | +4,000 | $394.2K | +$159.3K | 25.0% |
| US BANCORP \DE\ | 27,187 | +1,411 | $535.9K | +$157.5K | 5.5% |
| Sloy Dahl & Holst, LLC | 30,716 | +3 | $605.4K | +$154.5K | 0.0% |
| AlphaQuest LLC | 15,311 | +4,442 | $301.8K | +$142.2K | 40.9% |
| MISSION WEALTH MANAGEMENT, LP | 15,854 | +4,116 | $312.5K | +$140.2K | 35.1% |
| Sowell Financial Services LLC | 25,830 | +485 | $509.1K | +$137.0K | 1.9% |
| Prospera Financial Services Inc | 18,646 | +2,843 | $367.5K | +$135.5K | 18.0% |
| Merit Financial Group, LLC | 23,127 | +718 | $455.8K | +$126.9K | 3.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 21,664 | +1,157 | $427.0K | +$126.0K | 5.6% |
| CAPTRUST FINANCIAL ADVISORS | 21,107 | +1,300 | $416.0K | +$125.3K | 6.6% |
| Grey Fox Wealth Advisors, LLC | 18,756 | +1,151 | $369.7K | +$111.2K | 6.5% |
| MBL Wealth, LLC | 20,850 | +50 | $411.0K | +$105.6K | 0.2% |
| ROTHSCHILD INVESTMENT LLC | 20,328 | +87 | $400.7K | +$103.5K | 0.4% |
| Gerber Kawasaki Wealth & Investment Management | 16,805 | +1,184 | $331.2K | +$101.9K | 7.6% |
| Atria Investments, Inc | 17,135 | +1,013 | $337.7K | +$101.1K | 6.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,210 | +2,339 | $260.4K | +$100.8K | 21.5% |
| STRS OHIO | 18,836 | +304 | $371.3K | +$99.2K | 1.6% |
| HCR Wealth Advisors | 15,184 | +214 | $299.3K | +$96.7K | 1.4% |
| GAMMA Investing LLC | 11,499 | +2,041 | $226.6K | +$87.8K | 21.6% |
| FIFTH THIRD BANCORP | 6,693 | +3,514 | $131.9K | +$85.3K | 110.5% |
| Arkadios Wealth Advisors | 11,805 | +1,548 | $232.7K | +$82.1K | 15.1% |
| Tradition Wealth Management, LLC | 14,056 | +753 | $277.0K | +$81.8K | 5.7% |
| Essex Financial Services, Inc. | 14,287 | +604 | $281.6K | +$80.7K | 4.4% |
| Vise Technologies, Inc. | 12,029 | +1,215 | $237.1K | +$78.4K | 11.2% |
| OneDigital Investment Advisors LLC | 13,541 | +697 | $266.9K | +$78.3K | 5.4% |
| Clarity Wealth Advisors, LLC | 15,069 | +100 | $297.0K | +$77.3K | 0.7% |
| Independent Wealth Network Inc. | 14,205 | +248 | $280.0K | +$75.1K | 1.8% |
| Cypress Capital, LLC | 11,960 | +582 | $235.7K | +$68.7K | 5.1% |
| AIRE ADVISORS, LLC | 10,747 | +631 | $211.8K | +$63.3K | 6.2% |
| Grove Bank & Trust | 7,333 | +1,674 | $144.5K | +$61.5K | 29.6% |
| Smartleaf Asset Management LLC | 5,511 | +2,372 | $108.0K | +$60.1K | 75.6% |
| Forvis Mazars Wealth Advisors, LLC | 11,523 | +36 | $227.1K | +$58.5K | 0.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 10,876 | +37 | $214.4K | +$55.2K | 0.3% |
| Lido Advisors, LLC | 18,673 | +902 | $313.1K | +$52.2K | 5.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 9,205 | +25 | $181.4K | +$46.7K | 0.3% |
| Signature Resources Capital Management, LLC | 2,802 | +1,700 | $55.2K | +$39.0K | 154.3% |
| Battery Global Advisors, LLC | 1,322 | +1,309 | $36.1K | +$36.0K | 10069.2% |
| Gould Capital, LLC | 7,025 | +25 | $138.5K | +$35.7K | 0.3% |
| Fortitude Family Office, LLC | 3,284 | +1,225 | $64.7K | +$34.5K | 59.5% |
| EverSource Wealth Advisors, LLC | 5,254 | +516 | $103.6K | +$34.0K | 10.9% |
| North Star Investment Management Corp. | 6,303 | +30 | $124.2K | +$32.1K | 0.5% |
| Atlantic Union Bankshares Corp | 5,208 | +204 | $102.7K | +$29.2K | 4.1% |
| SOA Wealth Advisors, LLC. | 1,551 | +1,395 | $30.6K | +$28.3K | 894.2% |
| MTM Investment Management, LLC | 2,150 | +1,150 | $42.4K | +$27.7K | 115.0% |
| Root Financial Partners, LLC | 3,646 | +563 | $71.9K | +$26.6K | 18.3% |
| Abound Wealth Management | 4,637 | +132 | $91.4K | +$25.3K | 2.9% |
| AdvisorNet Financial, Inc | 4,272 | +248 | $84.2K | +$25.1K | 6.2% |
| HUNTINGTON NATIONAL BANK | 3,647 | +444 | $71.9K | +$24.9K | 13.9% |
| Geneos Wealth Management Inc. | 2,764 | +739 | $54.5K | +$24.8K | 36.5% |
| Glass Jacobson Investment Advisors llc | 1,737 | +852 | $34.2K | +$21.2K | 96.3% |
| SG Americas Securities, LLC | 1,158,076 | +989,774 | $22.8K | +$20.4K | 588.1% |
| WHITTIER TRUST CO OF NEVADA INC | 2,120 | +500 | $41.4K | +$19.3K | 30.9% |
| Salomon & Ludwin, LLC | 951 | +770 | $18.6K | +$16.2K | 425.4% |
| Blue Trust, Inc. | 1,975 | +360 | $38.9K | +$15.2K | 22.3% |
| American Capital Advisory, LLC | 2,810 | +2 | $55.4K | +$14.2K | 0.1% |
| ASSETMARK, INC | 2,022 | +129 | $39.9K | +$12.1K | 6.8% |
| Prestige Wealth Management Group LLC | 1,000 | +825 | $13.1K | +$10.6K | 471.4% |
| Parkside Financial Bank & Trust | 1,927 | +57 | $38.0K | +$10.5K | 3.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 650,297 | +404,275 | $12.8K | +$9.2K | 164.3% |
| Versant Capital Management, Inc | 1,645 | +15 | $32.4K | +$8.5K | 0.9% |
| JFS WEALTH ADVISORS, LLC | 698 | +271 | $13.8K | +$7.5K | 63.5% |
| EASTERN BANK | 1,332 | +7 | $26.3K | +$6.8K | 0.5% |
| Hurley Capital, LLC | 414 | +259 | $8.2K | +$5.9K | 167.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 319,001 | +222,100 | $6.3K | +$4.9K | 229.2% |
| Sound Income Strategies, LLC | 300 | +270 | $5.0K | +$4.6K | 900.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 682,012 | +38,177 | $13.4K | +$4.0K | 5.9% |
| Nemes Rush Group LLC | 689 | +28 | $13.6K | +$3.9K | 4.2% |
| Ritter Daniher Financial Advisory LLC / DE | 620 | +20 | $12.2K | +$3.4K | 3.3% |
| Clearstead Advisors, LLC | 482 | +48 | $9.5K | +$3.1K | 11.1% |
| UMB Bank, n.a. | 394 | +30 | $7.8K | +$2.4K | 8.2% |
| Cornerstone Planning Group LLC | 166 | +163 | $2.5K | +$2.3K | 5433.3% |
| Rossby Financial, LCC | 297 | +47 | $5.9K | +$2.2K | 18.8% |
| VAN ECK ASSOCIATES CORP | 377,175 | +20,437 | $7.4K | +$2.2K | 5.7% |
| FINANCIAL CONSULATE, INC | 330 | +30 | $6.5K | +$2.1K | 10.0% |
| Westside Investment Management, Inc. | 285 | +35 | $5.6K | +$1.9K | 14.0% |
| TD PRIVATE CLIENT WEALTH LLC | 244 | +45 | $4.8K | +$1.9K | 22.6% |
| Legacy Wealth Managment, LLC/ID | 124 | +76 | $2.4K | +$1.7K | 158.3% |
| TOTH FINANCIAL ADVISORY CORP | 302 | +12 | $6.0K | +$1.7K | 4.1% |
| Mn Services Vermogensbeheer B.V. | 297,895 | +4,095 | $5.9K | +$1.6K | 1.4% |
| SJS Investment Consulting Inc. | 83 | +74 | $1.6K | +$1.5K | 822.2% |
| Retirement Wealth Solutions LLC | 183 | +19 | $3.6K | +$1.2K | 11.6% |
| SOL Capital Management CO | 216,714 | +295 | $4.3K | +$1.1K | 0.1% |
| Game Plan Financial Advisors, LLC | 164 | +9 | $3.2K | +$957 | 5.8% |
| Bay Harbor Wealth Management, LLC | 60 | +36 | $1.2K | +$830 | 150.0% |
| Rialto Wealth Management, LLC | 110 | +17 | $2.2K | +$803 | 18.3% |
| Daiwa Securities Group Inc. | 84,251 | +19,854 | $1.7K | +$716 | 30.8% |
| DiNuzzo Private Wealth, Inc. | 74 | +19 | $1.5K | +$712 | 34.5% |
| Transamerica Financial Advisors, LLC | 34 | +33 | $670 | +$655 | 3300.0% |
| MPWM ADVISORY SOLUTIONS, LLC | 89 | +9 | $1.8K | +$579 | 11.3% |
| Peterson Wealth Services | 104 | +84 | $2.0K | +$523 | 420.0% |
| Janney Montgomery Scott LLC | 79,453 | +2,374 | $1.6K | +$434 | 3.1% |
| Center for Financial Planning, Inc. | 65 | +5 | $1.3K | +$401 | 8.3% |
| N.E.W. Advisory Services LLC | 62 | +4 | $1.2K | +$371 | 6.9% |
| CENTAURUS FINANCIAL, INC. | 22,924 | +15,400 | $452 | +$342 | 204.7% |
| HFM Investment Advisors, LLC | 36 | +6 | $710 | +$270 | 20.0% |
| Quaker Wealth Management, LLC | 20 | +9 | $395 | +$233 | 81.8% |
| BESSEMER GROUP INC | 7,101 | +6,134 | $140 | +$126 | 634.3% |
| NBT BANK N A /NY | 20 | +5 | $5.9K | +$41 | 33.3% |
| Penserra Capital Management LLC | 4,329 | +176 | $85 | +$25 | 4.2% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 227 | +44 | $4 | +$2 | 24.0% |